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ADARE ASSET MANAGEMENT, LLC
1853 William Penn Way
Suite 14
Lancaster, Pennsylvania 17601
Tel: 717-435-9386
About ADARE ASSET MANAGEMENT, LLC
ADARE ASSET MANAGEMENT, LLC, formally registered with the SEC as ADARE ASSET MANAGEMENT, LLC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
ADARE ASSET MANAGEMENT, LLC is a Lancaster, Pennsylvania based Financial Planning firm with nearly $126,930,400 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152471 |
| SEC# | 801-124714 |
| Assets Managed by Firm | $126,930,400 |
| No. of Clients | 216 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 216 | $126,930,400 |
| Individuals (other than high net worth individuals) | 11 | $4,049,373 |
| High net worth individuals | 59 | $114,247,572 |
| Corporations or other businesses | 6 | $5,562,111 |
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